SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 307 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,594,915 | +434.2% | 33,269 | +449.2% | 0.05% | +145.5% |
Q2 2023 | $298,538 | +16.5% | 6,058 | +19.2% | 0.02% | +15.8% |
Q1 2023 | $256,235 | -7.8% | 5,081 | -10.0% | 0.02% | -17.4% |
Q4 2022 | $277,964 | -31.7% | 5,646 | -31.9% | 0.02% | -41.0% |
Q3 2022 | $407,000 | +37.0% | 8,290 | +44.1% | 0.04% | +44.4% |
Q2 2022 | $297,000 | +26.9% | 5,753 | +31.0% | 0.03% | +50.0% |
Q1 2022 | $234,000 | – | 4,390 | – | 0.02% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
INSIGHT 2811, INC. | 807,846 | $47,033,000 | 27.69% |
HC Advisors, LLC | 361,486 | $21,046,000 | 14.39% |
WNY Asset Management, LLC | 449,186 | $26,151,000 | 13.22% |
Your Advocates Ltd., LLP | 290,480 | $16,912,000 | 12.44% |
ASSET PLANNING CORPORATION | 154,794 | $9,012,000 | 8.94% |
BerganKDV Wealth Management, LLC | 878,389 | $51,140,000 | 7.19% |
Clear Perspectives Financial Planning, LLC | 155,878 | $9,075,000 | 5.75% |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 158,901 | $9,251,000 | 5.52% |
STERLING INVESTMENT MANAGEMENT, LLC | 115,933 | $6,750,000 | 4.79% |
Beacon Wealthcare, Inc | 117,758 | $6,856,000 | 3.99% |